TY 2023 Form 990

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) JEREMY HILLIARD PT DPT......................................................................
PRESIDENT

5.00
.................

(2) ANDREA DOEPKER PT......................................................................
VICE PRESIDE

5.00
.................

(3) RICK DAIGLE PT DPT PRN......................................................................
SECRETARY

5.00
.................

(4) CHRISTINA HOWARD PT MPT EDD......................................................................
TREASURER

5.00
.................

(5) LEIGH REECE PT DPT......................................................................
CHIEF DELEGA

5.00
.................

(6) JACKELYN BROWN PTA......................................................................
PTA REPRESEN

3.00
.................

(7) ALICIA HAYZLETT PTA......................................................................
PTA REPRESEN

3.00
.................

(8) JENEANE DOUGLAS PT......................................................................
DIRECTOR

3.00
.................

(9) CHRISTOPHER SCOTT PTA......................................................................
DIRECTOR

3.00
.................

(10) BETH THORPE PTA......................................................................
DIRECTOR

3.00
.................

(11) TERESA TREINEN SWAKE PT DPT OCS......................................................................
DIRECTOR

3.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

OREGON PHYSICAL THERAPY ASSOCIATION
CHAPTER OF AMERICAN PHYSICAL THERAP

Employer identification number

93-6024785

Return Reference	Explanation
FORM 990 - ORGANIZATION'S MISSION	THE MISSION OF APTA-OREGON IS TO SUPPORT, PROMOTE, AND ADVOCATE FOR THE PROFESSION OF PHYSICAL THERAPY. WE STRIVE TO FURTHER THE PROFESSION'S ROLE IN THE PREVENTION, DIAGNOSIS, AND TREATMENT OF CONDITIONS THAT AFFECT MOVEMENT AND FUNCTION.
FORM 990, PAGE 6, PART VI, LINE 3	THE MANAGEMENT COMPANY, UPDATE MANAGEMENT, INC., PROVIDES GENERAL OFFICE AND ADMINISTRATIVE SERVICES FOR THE ASSOCIATION, AS DIRECTED BY THE GOVERNING BODY, INCLUDING: AN ASSOCIATION OFFICE, COMMUNICATIONS, FINANCIAL SERVICES, MEETING AND EVENT PLANNING, MEMBERSHIP MANAGEMENT, SUPPORT TO THE BOARD OF DIRECTORS AND COMMITTEES, AND OTHER MANAGEMENT SERVICES AS NEEDED. NO CURRENT OR FORMER DIRECTORS, OFFICERS, TRUSTEES, KEY EMPLOYEES OR HIGHEST COMPENSATED EMPLOYEES WERE COMPENSATED BY THE MANAGEMENT COMPANY DURING THE TAX YEAR.
FORM 990, PAGE 6, PART VI, LINE 6	APTA-OREGON IS ORGANIZED AS A NOT-FOR-PROFIT PROFESSIONAL ASSOCIATION WITH AN ELECTED BOARD OF DIRECTORS THAT SERVES AS THE GOVERNING BODY, AS WELL AS VOTING MEMBERS WHO HAVE APPROVAL AND INPUT INTO SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
FORM 990, PAGE 6, PART VI, LINE 7A	APTA-OREGON PT AND PTA MEMBERS HAVE VOTING RIGHTS TO ELECT MEMBERS OF THE BOARD OF DIRECTORS AND TO MAKE AMENDMENTS TO THE ASSOCIATION'S BYLAWS. THE BYLAWS CAN BE AMENDED BY A TWO-THIRDS VOTE OF THE MEMBERSHIP, UNLESS THE CHANGE IS MERELY AN EDITORIAL CHANGE, IN WHICH CASE THE MEMBERS WILL BE NOTIFIED THAT THE AMENDMENTS HAVE BEEN MADE. ALL MEMBERS ALSO HAVE INPUT INTO THE ASSOCIATION'S ACTIVITIES VIA THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 7B	APTA-OREGON PT AND PTA MEMBERS HAVE VOTING RIGHTS TO ELECT MEMBERS OF THE BOARD OF DIRECTORS AND TO MAKE AMENDMENTS TO THE ASSOCIATION'S BYLAWS. THE BYLAWS CAN BE AMENDED BY A TWO-THIRDS VOTE OF THE MEMBERSHIP, UNLESS THE CHANGE IS MERELY AN EDITORIAL CHANGE, IN WHICH CASE THE MEMBERS WILL BE NOTIFIED THAT THE AMENDMENTS HAVE BEEN MADE. ALL MEMBERS ALSO HAVE INPUT INTO THE ASSOCIATION'S ACTIVITIES VIA THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 11B	PRIOR TO THE BOARD OF DIRECTORS RECEIVING A COPY OF THE FORM 990, THE ACCOUNTANT AND MANAGEMENT COMPANY CONDUCT A REVIEW OF THE DOCUMENT TO VERIFY THE ACCURACY OF ITS CONTENTS. THE BOARD OF DIRECTORS THEN RECEIVES A COPY OF THE COMPLETE FORM 990, BEFORE IT IS FILED WITH THE IRS. THE BOARD IS GIVEN TIME TO REVIEW THE DOCUMENT AND ASK QUESTIONS OR CLARIFY INFORMATION. AFTER THE REVIEW IS COMPLETE, THE ACCOUNTANT IS THEN INSTRUCTED TO FILE THE FORM 990 WITH THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12C	APTA-OREGON'S CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS, OFFICERS, AND STAFF. PERSONS COVERED BY THIS POLICY REVIEW IT ANNUALLY AND ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS TO THE PRESIDENT. THE PRESIDENT THEN FOLLOWS THE GUIDELINES IN THE POLICY TO DETERMINE THE NEXT STEPS INCLUDING, BUT NOT LIMITED TO, DISCLOSURE TO THE BOARD, RECUSAL FROM DISCUSSIONS AND/OR DECISIONS, AND RESIGNATION. IN ADDITION, THE ASSOCIATION'S STAFF WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM WITH THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED.
FORM 990, PAGE 6, PART VI, LINE 19	APTA-OREGON MAKES COPIES OF OUR GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS, AND POLICIES--INCLUDING THE CONFLICT OF INTEREST POLICY), FORM 990 AND ANY OTHER LEGALLY REQUIRED DOCUMENTS, AVAILABLE FOR PUBLIC INSPECTION BY REQUEST IN PERSON AT THE ASSOCIATION OFFICE OR IN WRITING.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF APTA-OREGON IS TO SUPPORT, PROMOTE, AND ADVOCATE FOR THE PROFESSION OF PHYSICAL THERAPY. WE STRIVE TO FURTHER THE PROFESSION'S ROLE IN THE PREVENTION, DIAGNOSIS, AND TREATMENT OF CONDITIONS THAT AFFECT MOVEMENT AND FUNCTION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	11
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	200
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		0
9	Program service revenue (Part VIII, line 2g) .........	195,765	157,353
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	12,847	11,135
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	208,612	168,488
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)		0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	162,777	176,866
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	162,777	176,866
19	Revenue less expenses. Subtract line 18 from line 12.......	45,835	-8,378
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	566,273	597,096
21	Total liabilities (Part X, line 26).............	1,453	920
22	Net assets or fund balances. Subtract line 21 from line 20.....	564,820	596,176

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	CONTINUING EDUCATION AT ANNUAL WORKSHOPS AND VARIOUS EDUCATIONAL WORKSHOPS

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDE INFORMATION VIA NEWSLETTER

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	WALK WITH EASE PROGRAM. GRANT MONEY RECEIVED BY OPTA IS USED TO PURCHASE BOOKS, ADS, PAY CONTRACT INTERNS, ETC.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	MEMBERSHIP DUES	813910	120,159	120,159
b	ANNUAL CONFERENCE	813910	27,674	27,674
c	WORKSHOPS/EDUCATION PROGRAMS	813910	5,420	5,420
d	WEB POSTINGS - JOB / SPONSOR	813910	3,900	3,900
e	ADVERTISING INCOME	813910	200		200
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		157,353

3 Investment income (including dividends, interest, and othersimilar amounts) ......			10,882			10,882
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	55,846	253
b	Less: cost or other basis and sales expenses	7b	55,846
c	Gain or (loss)	7c		253
d	Net gain or (loss).........			253			253
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			168,488	157,153	200	11,135

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	75,000
b	Legal .........
c	Accounting ...........	1,450
d	Lobbying ...........	49,000
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	4,288
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	1,710
14	Information technology ......	11,547
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	9,622
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	APTA MEETINGS	16,102
b	STUDENT LEADER PROGRAM	2,437
c	CREDIT CARD FEES/BANK CHR	1,650
d	BOARD	1,642
e	All other expenses	2,418
25	Total functional expenses. Add lines 1 through 24e	176,866	0	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		97,121	1	42,512
2	Savings and temporary cash investments .........		66,019	2	96,944
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		6,953	9	10,961
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		396,180	11	446,679
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		566,273	16	597,096

17	Accounts payable and accrued expenses .....	1,453	17
18	Grants payable ...		18
19	Deferred revenue .........		19	920
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	1,453	26	920

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	560,841	27	592,197
28	Net assets with donor restrictions ...........	3,979	28	3,979
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	564,820	32	596,176
33	Total liabilities and net assets/fund balances ........	566,273	33	597,096

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6